Is there a way to see the sales order a project created from using the Create Projects From Sales Transactions page? I can’t base it on the earliest SO created per project because we have SOs that are created after the project had been created. Thanks in advance.
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Karina
04/28/2023, 3:24 PM
so what are you trying to do - have a saved search for all or just for one? if for one then it is in related records, and for the search you should select SOs with charges on them
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Luis
04/28/2023, 10:41 PM
Create a saved search showing the projects created from sales orders using the Create Projects from Sales Transactions page. I can't find a field like "created from" in the project saved search
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Karina
04/30/2023, 4:36 PM
I do not think you need to have it. The fact you have charges on the SO lines gives you the fact there is a project. Use this instead